# Planning Trail Investments, LLC

> Planning Trail Investments, LLC is a state-registered investment advisory firm in Lawrence, KS, registered since 2020, reporting under $25 million in regulatory assets under management in its Form ADV filing dated January 30, 2026.

- CRD: 305686
- Filed as: PLANNING TRAIL INVESTMENTS, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Lawrence, KS
- Filing period: October 2026
- Form ADV filing dated: January 30, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/305686
- AdvisorCensus page: https://advisorcensus.com/firm/planning-trail-investments-llc-lawrence-ks-305686

## Quick answers

**How is Planning Trail Investments, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Planning Trail Investments, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Planning Trail Investments, LLC located?**
Planning Trail Investments, LLC's principal office is in Lawrence, KS, according to its Form ADV.

**Is Planning Trail Investments, LLC registered with the SEC or a state?**
Planning Trail Investments, LLC is a state-registered investment advisory firm, registered since 2020. Status as filed: APPROVED. CRD 305686.

**How much does Planning Trail Investments, LLC manage?**
Planning Trail Investments, LLC reports $1,946,122 in regulatory assets under management in its Form ADV filing dated January 30, 2026 (100% discretionary).

**What types of clients does Planning Trail Investments, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (9).

**Does Planning Trail Investments, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/305686

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges

### Regulatory assets under management (Item 5.F)
- Total: $1,946,122
- Discretionary: $1,946,122
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 9 | $1,946,122 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients

### Firm details
- Registered since: 2020 (6 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: KS
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- planningtrail.com
- planningtrailinvestments.com
- probitaswealthmanagement.com
- LinkedIn @64857667

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Planning Trail Investments, LLC (CRD 305686): Form ADV filing data as of October 2026.